We are live on ! Find out more
Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
-$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,335
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$86.7M
3
+$39.9M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$35.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$33.6M

Top Sells

1
+$89.4M
2
+$87.5M
3
+$42M
4
IYE icon
iShares US Energy ETF
IYE
+$40.9M
5
TPYP icon
Tortoise North American Pipeline ETF
TPYP
+$22.9M

Sector Composition

1 Technology 5.36%
2 Healthcare 4.62%
3 Financials 3.86%
4 Industrials 2.85%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3301
$3K ﹤0.01%
377
3302
$3K ﹤0.01%
192
+61
3303
$3K ﹤0.01%
335
+152
3304
$3K ﹤0.01%
+2,500
3305
$3K ﹤0.01%
130
3306
$3K ﹤0.01%
191
-100
3307
$3K ﹤0.01%
133
3308
$3K ﹤0.01%
436
+97
3309
$3K ﹤0.01%
136
3310
$3K ﹤0.01%
+122
3311
$3K ﹤0.01%
+76
3312
$3K ﹤0.01%
2,020
3313
$3K ﹤0.01%
50
3314
$3K ﹤0.01%
86
+81
3315
– –
0
3316
$3K ﹤0.01%
292
+42
3317
$3K ﹤0.01%
623
-1,620
3318
$3K ﹤0.01%
183
+162
3319
$3K ﹤0.01%
+74
3320
$3K ﹤0.01%
76
3321
$3K ﹤0.01%
153
+142
3322
$3K ﹤0.01%
1,048
3323
$3K ﹤0.01%
793
3324
$3K ﹤0.01%
+200
3325
$3K ﹤0.01%
95
131 132
133
134 135